The Capital Group Investment Advisory Services, LLC, headquartered in Bethesda, MD, is a prominent local investment advisory firm catering to a diverse client base. With over 220 individual clients, the firm manages an impressive $807,664,000 in assets. The Capital Group Investment Advisory Services, LLC specializes in discretionary asset management, with 100% of the assets they oversee falling under this category. Although 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise and capability to effectively manage employer funds. Committed to providing comprehensive investment guidance, The Capital Group Investment Advisory Services, LLC employs a team of 16 dedicated professionals, all of whom are focused on delivering exceptional investment advisory services to their clients. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select a payment method that aligns with their specific needs and preferences. The Capital Group Investment Advisory Services, LLC distinguishes itself with its average of approximately $50,480,000 in assets under management per investment advisor, which falls within the industry average. Notably, the firm boasts a team of highly experienced advisors, including Paul Cook, Lewis Evans, and Robert Hannan, who have demonstrated long-term dedication to the company and its clients. With their commitment to personalized service and a solid track record in asset management, The Capital Group Investment Advisory Services, LLC continues to be a trusted partner for individuals and organizations seeking expert guidance in achieving their financial goals.

Delta Financial Advisors, Inc is a small investment advisory firm based out of Kensington, MD. With seven dedicated employees, they specialize in offering comprehensive financial guidance to individuals and businesses. Three of their team members are highly experienced investment advisors, providing personalized investment strategies to their clients. Their expertise enables them to manage an average of approximately $76,360,000 in assets per investment advisor, which aligns with the industry average. Delta Financial Advisors, Inc maintains a diverse compensation structure, allowing them to accommodate various client needs. They offer fee arrangements such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the compensation model that best suits their financial goals and preferences. The firm has built a solid reputation by managing over 210 individual clients and overseeing more than $160,112,000 in assets. A significant portion of their assets under management originates from employer 401K plans and individual investments, reflecting their strong experience in this particular space. In addition to their investment advisory services, Delta Financial Advisors, Inc offers complementary services such as insurance brokering or agency representation. They also collaborate with an accountant or accounting firm to provide clients with comprehensive financial solutions. With their sole office in Kensington, MD, Delta Financial Advisors, Inc serves a local clientele, ensuring a personalized and attentive approach to financial planning. The firm takes pride in its long-tenured advisors, including Joseph Fischetti, Jacob Defilippo, and Beverly Fischetti, who bring a wealth of experience and knowledge to their clients' financial journeys.

Swisspartners Advisors, based out of Zurich, is a reputable investment advisory firm catering to over 20 individual clients. With assets under management exceeding $501,317,000, Swisspartners Advisors possesses extensive expertise in managing discretionary funds. While 401K and individual accounts account for less than 30% of their portfolio, the firm is fully equipped to handle employer funds as well. Comprising a team of five professionals, Swisspartners Advisors boasts four dedicated investment advisors who diligently oversee their clients' financial goals. Each investment advisor manages an average of approximately $125,330,000 in assets, aligning with industry standards. The compensation structure at Swisspartners Advisors is designed to align their success with that of their clients. They employ various methods, including a percentage of assets under management and performance-based fees. This ensures that the firm is motivated to deliver optimal results while prioritizing the interests of their clientele. With a single office in Zurich, Swisspartners Advisors maintains a focused approach, allowing for personalized attention to each client's specific investment needs. Their comprehensive understanding of the financial landscape empowers them to provide tailored advice and strategies that align with their clients' objectives. Overall, Swisspartners Advisors has established itself as a trusted partner in the investment advisory realm, excelling in the management of discretionary funds and delivering exceptional service to their diverse client base.

Widmann Financial Services, a local investment advisory firm based out of Bowie, MD, prides itself on providing comprehensive financial solutions to individuals and businesses. With a team of eight dedicated professionals, they offer a range of investment advisory services tailored to meet their clients' unique goals and needs. The firm's investment advisors possess a wealth of expertise, collectively managing an impressive $99,600,000 in assets on average per advisor. This figure aligns with industry standards, reflecting their solid track record and commitment to delivering value to their clients. Widmann Financial Services employs a flexible compensation structure, which includes a percentage of assets under management and performance-based fees. This approach ensures that their interests are aligned with their clients, fostering a culture of trust and accountability. With over 390 individual clients and more than $302,915,000 in assets under management, Widmann Financial Services has established a strong presence in the market. Their extensive experience in managing employer 401Ks and individual accounts has earned them a reputable standing within the industry. Notably, the firm manages 100% of their clients' assets on a discretionary basis, showcasing their expertise in making informed investment decisions on behalf of their clients. With one office conveniently located in Bowie, MD, Widmann Financial Services is well-positioned to serve clients in the surrounding areas. Their commitment to delivering personalized financial advice, backed by their comprehensive range of services, makes them a trusted partner in achieving long-term financial success.

Yeske Buie Inc. is a well-established local investment advisory firm, operating from Vienna, VA. With two strategically located offices, they offer comprehensive financial services to a diverse clientele. The firm boasts a team of 12 dedicated professionals, with 7 of them specializing in investment advisory services. With an average of $110,010,000 in assets under management per investment advisor, Yeske Buie Inc. demonstrates their competence in effectively managing clients' portfolios. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, providing flexibility to cater to individual client needs. Yeske Buie Inc. takes pride in their extensive client base, with over 230 individual clients entrusting them with a substantial $767,664,000 in assets under management. The firm's expertise is evident in the majority of their managed assets, which primarily belong to high net worth individuals. While 401K plans and individual accounts represent less than 30% of their assets under management, Yeske Buie Inc. possesses the capability to successfully manage employer funds. This highlights their versatility in catering to different types of clients and investment needs. The firm's commitment to providing personalized service is further exemplified by their discretionary asset management approach, with 99% of the assets they oversee being handled with informed decision-making. Yeske Buie Inc. has established a strong presence as a local investment advisory firm, thanks in part to the contributions of their longest-tenured advisors. Notable professionals such as Lauren Stansell, Yusuf Abugideiri, and David Yeske have played a pivotal role in delivering exceptional financial guidance and building enduring relationships with clients.

ANDERSEN is a reputable regional investment advisory firm headquartered in McLean, VA. With a robust presence in the financial sector, the firm operates from six strategically located offices. Employing a dedicated team of 1,511 professionals, Andersen differentiates itself by offering comprehensive investment advisory services. Within the firm, a small but specialized group focuses specifically on delivering top-notch investment advisory services. These professionals play a crucial role in managing the firm's substantial assets under management, which average approximately $98,070,000 per investment advisor—reflecting an industry-standard performance. Andersen's compensation structure encompasses various models tailored to meet their clients' diverse needs. Advisors at the firm earn their income through a combination of methods, including a percentage of assets under management, hourly charges, and fixed fees. This versatile approach ensures alignment between the firm and its clients' financial objectives. With a client base comprising over 40 individuals, Andersen demonstrates its ability to provide personalized attention to each investor. Remarkably, the firm oversees a substantial portfolio of assets under management, surpassing $4,217,211,000. This achievement attests to the trust clients place in Andersen to safeguard and grow their wealth effectively. Furthermore, Andersen boasts an impressive roster of seasoned advisors who have contributed significantly to the firm's success. Among these key figures are Eric Sanders, Christine Brill, and Andrew Kyriacou, who bring extensive experience and expertise to their respective roles. Their long-standing commitment and expertise have solidified Andersen's standing as a leading investment advisory firm in the region.

BNB Wealth Management, LLC is a small investment advisory firm headquartered in Silver Spring, MD, operating from three offices. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $49,750,000 in assets under management, which aligns with the industry average. The compensation structure at BNB Wealth Management, LLC encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. Notably, their expertise lies in managing employer 401Ks and individual portfolios, which collectively account for around half of their assets under management. This track record demonstrates their extensive experience in catering to the unique needs of both corporate and individual clients. Impressively, 90% of the assets managed by BNB Wealth Management, LLC are under their discretion, reflecting the trust clients place in their expertise and decision-making abilities. The firm boasts a substantial client base of over 340 individuals, with a total of more than $199,000,000 in assets under management. BNB Wealth Management, LLC takes pride in its team of highly tenured advisors, including Andrew Bellamah, Feldy Suwito, and Miguel Padilla. These seasoned professionals bring a wealth of knowledge and expertise to the firm, contributing to its success in delivering top-quality investment advisory services. With their commitment to personalized solutions, sound investment strategies, and a strong track record, BNB Wealth Management, LLC is well-positioned to assist clients in achieving their financial goals and secure their financial futures.

American Financial Management Ltd, headquartered in Hunt Valley, MD, is a reputable investment advisory firm catering to a diverse clientele. With over 330 individual clients and more than $38,196,000 in assets under management, they possess a strong track record in handling investment portfolios. Specializing in managing employer 401K plans and individual assets, American Financial Management Ltd excels in providing comprehensive financial solutions. Their expertise and experience enable them to effectively guide employers and employees in maximizing the potential of their retirement savings. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring flexibility and tailored approaches to meet their clients' specific needs. With a highly qualified team of investment advisors, American Financial Management Ltd is well-equipped to handle their clients' financial goals. Their one office location allows for personalized attention and efficient communication, ensuring a close working relationship with their clients. Peter Marshall and Howard Dobson, both registered advisors with extensive tenure, exemplify the firm's commitment to providing knowledgeable and experienced guidance. Their collective expertise, alongside the rest of the dedicated team, contributes to the firm's success in delivering superior investment advisory services. As a discretionary asset manager, American Financial Management Ltd takes pride in its commitment to acting in the best interests of their clients. With an average of approximately $38,200,000 in assets under management per investment advisor, the firm maintains a strong focus on providing exceptional service and fostering long-term financial growth for their clients.

Summit Wealth And Retirement Partners, based out of Danville, CA, is a distinguished local investment advisory firm with a rich history of success. With over 160 individual clients and an impressive $642,043,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from five offices, Summit Wealth And Retirement Partners caters to a diverse range of clients, offering personalized financial solutions tailored to their unique needs. While their expertise extends beyond 401K and individual accounts, representing less than 30% of their assets under management, Summit Wealth And Retirement Partners possesses the proficiency to skillfully manage employer funds. Notably, 64% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Summit Wealth And Retirement Partners has attracted discerning clients seeking top-tier financial services. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives. Comprising a total of 12 employees, the firm boasts a team of seven dedicated investment advisors. On average, each advisor oversees approximately $91,720,000 in assets under management, which aligns with the industry average. Noteworthy among their ranks are esteemed advisors Robert Cucchiaro, Harold Porter, and Jennifer Butler, who bring extensive experience and expertise to the table. Summit Wealth And Retirement Partners exemplifies excellence in investment advisory services, delivering comprehensive financial solutions to their esteemed clientele and guiding them towards a secure and prosperous future.

Rembert Pendleton Jackson, based out of Falls Church, VA, is a prominent local investment advisory firm with a proven track record of success. With over 630 individual clients and a staggering $1,721,486,000 in assets under management, the firm has firmly established itself as a trusted partner in wealth management. Boasting two offices, they offer comprehensive financial planning and investment services to a diverse clientele. While the firm's expertise extends beyond 401K and individual accounts, these represent less than 30% of their assets under management. Rembert Pendleton Jackson possesses the necessary capabilities to effectively manage employer funds and prides itself on its ability to deliver tailored investment solutions. Approximately 26% of the assets they manage are discretionary, enabling them to exercise their expertise and judgement to maximize returns for their clients. The firm primarily focuses on high-net-worth individuals, providing a personalized approach to wealth management. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals and interests. With a team of 15 dedicated professionals, 12 of whom specialize in investment advisory services, Rembert Pendleton Jackson maintains a high level of expertise and personalized attention. Their investment advisors average an impressive $143,460,000 in assets under management per advisor, surpassing the industry average and emphasizing their commitment to delivering exceptional results. Notably, Rembert Pendleton Jackson takes pride in their experienced team, including respected advisors Elizabeth Clough, Brett Roper, and Dwayne Jackson, who have played integral roles in the firm's long-standing success.

Brown Capital Management, LLC is a prominent investment advisory firm based out of Baltimore, MD, with a strong local presence. With a single office, the firm is dedicated to providing comprehensive investment solutions to its clients. Boasting a team of 38 highly skilled professionals, 17 of whom are focused on delivering top-notch investment advisory services, Brown Capital Management, LLC is committed to delivering exceptional results. The firm manages a substantial amount of assets, averaging around $624,410,000 per investment advisor, which surpasses the industry average. This impressive figure speaks to their expertise and ability to generate substantial returns for their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment goals. Brown Capital Management, LLC prides itself on its discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach allows them to adapt quickly to market changes and seize lucrative opportunities. With an extensive roster of over 20 individual clients, Brown Capital Management, LLC oversees a substantial sum of assets under management, totaling over $10,614,901,000. The firm's longstanding success is attributed, in part, to the expertise and experience of key advisors such as Chaitanya Yaramada, Kempton Ingersol, and Keith Lee, who have played integral roles in the firm's growth and have established themselves as respected figures within the industry. Brown Capital Management, LLC continues to uphold its reputation as a trusted and reliable investment advisor, committed to delivering exceptional service to its clients.